Institutional Ownership Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX). We have compiled data on the 523 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
435,220
shares
|
$5.04 Million
1.15% of portfolio
|
Q1 2024
New holding
|
|
Noesis Capital Mangement Corp
|
May 03, 2024 Q1 2024 |
435,220
shares
|
$5.04 Million
1.15% of portfolio
|
Q1 2024
Added 0.5%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 07, 2024 Q1 2024 |
431,554
shares
|
$5 Million
0.19% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
426,227
shares
|
$4.94 Million
0.08% of portfolio
|
Q1 2024
Reduced 14.41%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
390,825
shares
|
$4.53 Million
0.39% of portfolio
|
Q1 2024
Added 9.87%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
383,123
shares
|
$4.44 Million
0.01% of portfolio
|
Q1 2024
Added 6.99%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
355,240
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2024
Added 17.52%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
May 21, 2024 Q1 2024 |
347,825
shares
|
$4.03 Million
0.14% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
338,394
shares
|
$3.92 Million
0.13% of portfolio
|
Q1 2024
Reduced 4.58%
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2024 Q1 2024 |
327,270
shares
|
$3.79 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
First Premier Bank
|
Apr 12, 2024 Q1 2024 |
325,881
shares
|
$3.77 Million
1.02% of portfolio
|
Q1 2024
Added 13.99%
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
308,700
shares
|
$3.57 Million
0.87% of portfolio
|
Q1 2024
Added 3.43%
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
306,874
shares
|
$3.55 Million
3.54% of portfolio
|
Q3 2023
Added 2.69%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
291,852
shares
|
$3.38 Million
0.02% of portfolio
|
Q1 2024
Added 25.68%
|
|
First Hawaiian Bank
|
Jul 02, 2024 Q2 2024 |
291,506
shares
|
$3.38 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
282,990
shares
|
$3.28 Million
0.05% of portfolio
|
Q1 2024
Added 1.83%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
May 06, 2024 Q1 2024 |
273,846
shares
|
$3.17 Million
2.08% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
271,062
shares
|
$3.14 Million
0.15% of portfolio
|
Q1 2024
Added 12.26%
|
|
Field & Main Bank
|
Apr 29, 2024 Q1 2024 |
269,475
shares
|
$3.12 Million
1.26% of portfolio
|
Q1 2024
Added 149.53%
|
|
Retireful, LLC
|
Apr 22, 2024 Q1 2024 |
251,226
shares
|
$2.91 Million
1.25% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
231,051
shares
|
$2.68 Million
0.13% of portfolio
|
Q4 2023
Added 8.51%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
230,689
shares
|
$2.67 Million
0.09% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
Kg&L Capital Management,Llc
|
Apr 25, 2024 Q1 2024 |
225,066
shares
|
$2.61 Million
1.08% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
Charles Schwab Trust CO
|
Apr 12, 2024 Q1 2024 |
219,725
shares
|
$2.54 Million
0.25% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
219,606
shares
|
$2.54 Million
0.04% of portfolio
|
Q1 2024
Added 22.56%
|